Davis Selected Advisers LP

RIASEC RegisteredEst. 1988

Total AUM

$30.1B

Discretionary

$25.6B

85% of AUM

Avg account

$276M

Accounts

109

Employees

121

Advisory reps

7

Firm details

Headquarters: Tucson, Arizona
CRD number: 108674
Registered since: January 1, 1988
Website: www.davisadvisors.com
Fee structure: Percentage of AUM
Client types: Investment Companies54.37%
Other Investment Advisers23.45%
Charitable Organizations16.63%
Pooled Investment Vehicles3.24%
Corporations / Businesses1.65%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Davis Selected Advisers LP is a limited partnership that has been SEC‑registered since 1988 and serves both high‑net‑worth individuals/families and institutional clients. The firm provides portfolio management across individual accounts, pooled vehicles, investment companies and institutional mandates, and charges fees as a percentage of assets under management. It operates with affiliations to broker‑dealer activity and other investment advisory businesses. The firm does not identify as an active ESG investor and is not characterized as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities98%
Cash & Cash Equivalents2%

Owners & executives

3 of 5

Michaela Mcloughry
Chief Compliance OfficerCRD 5005041
Russell Wiese
Chief Marketing OfficerCRD 2590996
Lisa Cohen
Chief Legal OfficerCRD 6539159

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Contacts

2 of 2

Andrew Davis
PresidentCRD 1797593
Christopher Davis
Equity ResearchCRD 2299223

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 5

Active vs passive

$498M in ETFs

Passive

<1%

$498K

Active

100%

$498M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
DAVIS SELECT US EQUITY ETF (DUSA)		Active	Large Blend	$191M	3,400,745	38.36%

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Primary office

Tucson, AZ

Pima

Location

Tucson, AZ

Headquartered in Tucson, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area: Tucson-Nogales, AZ
Region: West
County: Pima
Address: 3600 E Hemisphere Loop
Time zone: MT (UTC-7)
Office locations

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